EndNote Plus is a trademark of Niles & Associates, Inc. Apple is a registered trademark, and the Apple logo, Macintosh, the Finder, and Multifinder are registered trademarks of Apple Computer, Inc. MacWrite is a trademark of Claris Corporation, WriteNow is a trademark of T/Maker Company, and Microsoft Word is a registered trademark of Microsoft Corporation. WordPerfect is a registered trademark of WordPerfect Corp.
Font/DA Mover is a copyrighted program of Apple Computer, Inc. licensed to Niles & Associates, and may only be used for the installation of the EndNote Plus Desk Accessory.
Welcome to EndNote Plus, an Enhanced Reference Database and Bibliography Maker. As the subtitle suggests, EndNote Plus is a program with a dual purpose.
First, EndNote Plus is a database manager—specialized in storing, managing, and searching for bibliographic references in your private reference library.
Second, EndNote Plus is a bibliography maker—it builds lists of cited works automatically, and can format references to paste into footnotes as well. EndNote scans your word processor paper for in-text citations, and then it compiles a bibliography using the information in your database. Finally, it will produce a copy of your paper, reformatting the in-text citations and placing the bibliography at the end. You select the style to use and EndNote does the rest! EndNote can reformat documents created by Microsoft Word 3 through 5, WordPerfect 1.2.1, MacWrite, MacWrite II and WriteNow 3.0. It can also reformat documents in RTF (Rich Text Format), and plain text documents. The shipping version of EndNote Plus also includes formatting of FrameMaker 3.0 and Nisus documents. Please contact our office for more information.
EndLink is the online database import facility for EndNote. It is an add-on module to EndNote which enables you to import journal references from online databases into your EndNote libraries. EndLink is not a program itself, rather it is a resource file which, when present in the same folder as the EndNote program, endows EndNote with a new import capability.
To use EndLink, you log on to your database service, and capture the results of your search as they are listed to the screen. Then you start EndNote, Import the resulting text file using EndLink, and the references are imported directly into an EndNote library. Further instructions regarding EndLink can be found later in this document.
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What You Have
This guided tour is a brief introduction to EndNote Plus and EndLink. It will show you the major features of these products:
-> How to use EndNote Plus as a desk accessory.
-> How EndNote Plus creates bibliographies automatically, placing them directly into your word processor document.
-> How to import database capture files using EndLink.
When you've finished with the Guided Tour, we suggest that you explore on your own. EndNote Plus has many features not covered in the tour. In particular, you may want to create a new library and add several references to it, to see how EndNote's Edit Window works.
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EndNote Plus Demonstration Package
The EndNote Plus/EndLink demonstration package consists of this ReadMe file, and the following:
-> EndNote Plus demonstration program
-> EndNote Plus desk accessory demo
-> EndLink demonstration resource file
-> Styles folder
-> Font/DA Mover
-> Examples folder
-> Examples Download file
-> Claris folder
The EndNote Plus program is used for formatting references in word processor documents, accessing reference libraries, changing formatting styles, and importing and exporting files. This demo allows you to add only 10 new references or import only 4 references with EndLink.
The EndNote Plus Desk Accessory can be used as a companion to your word processor to access your reference libraries while you are writing. You can perform searches, add references, and sort your libraries with the desk accessory. You will only need to use the desk accessory if you do not have enough memory to open the EndNote Plus program while your word processor is running.
The Styles folder contains the bibliographic styles EndNote Plus uses to create bibliographies. Styles contain the details required to properly format bibliographic references and in-text citations, and can be modified with the EndNote program.
Font/DA Mover is the program you’ll use to install the EndNote Plus Desk Accessory into your System file if you are using a system version earlier than System 7. To install a desk accessory with System 7, you simply copy the desk accessory on to the closed System Folder and the system will install the desk accessory into the Apple Menu for you.
The Examples folder contains the sample files you’ll use in this guided tour.
The Example Download file is an example of a capture file from an online database, which you can Import using EndLink.
The Claris Folder is for use with MacWrite II only. You may ignore the Claris folder if you are using a different word processor.
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Limitations of the Demonstration Package
The demonstration version of EndNote and EndLink are intended for evaluation purposes only and as a result they have several limitations.
-> New references cannot be added to a library that already has over ten references in it.
-> A paper cannot be formatted that has over ten citations in it.
-> EndLink will only import four references.
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System Compatibility
EndNote Plus requires Macintosh System 4.2 or higher. The way to determine which system you are using is to choose “About the Finder” from the Apple menu. You will see a small window with the version in the upper left corner. If you are using a System before version 4.2, contact your Apple dealer or User Group for a set of new System disks. Then be sure to run the Installer program to install the new System.
EndNote Plus is compatible with A/UX version 2.0.
EndNote Plus is compatible with System 7. However, EndNote Plus does not take advantage of any of System 7’s new features.
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Installing the EndNote Plus Demonstration Program
To use this demonstration program you'll need to install the program and desk accessory in a way that will make them available while working in your word processor.
Installing the EndNote Plus Demonstration program is easy. If you are using a hard disk, turn on your computer, make a folder called “EndNote,” insert the EndNote Plus Demonstration disk, and drag the EndNote Plus icon, the Styles folder icon, the Examples folder icon, and the EndLink icon to your new EndNote folder. There’s no need to copy the EndNote Plus Desk Accessory or Font/DA Mover icons at this time.
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Claris Folder
If you are using MacWrite II, you will also need to install the Claris folder. If you don’t currently have a Claris folder in your System Folder, put the Claris folder that came with this demo into your System Folder. If you do already have a Claris folder, do not replace it. Instead, open both the Claris folder that came with this demo, and the one in your System Folder. Compare the dates of the Claris XTND System and the MacWrite II translators in the two folders. If the files in the EndNote Claris folder are newer than the ones in your System Folder, then copy those files to your Claris folder in your System Folder.
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Styles Folder
The first time you start the program, EndNote Plus may ask you for the location of your Styles folder. If the program asks "Where is the Styles folder?" you will need to locate the styles folder, select it, and then click "Select Folder". We recommend that you keep the Styles folder in your EndNote folder.
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Installing the EndNote Plus Desk Accessory
The desk accessory gives you easy access to your EndNote references from the Apple menu, which is particularly useful if you can't run the EndNote program and your word processor at the same time. Although anyone may install the desk accessory, it is only a must for users who cannot run more than one program at a time.
SYSTEM 7 USERS:
If you are using System 7, and you have more than 2.5 MB of RAM, you probably don't need to install the DA since you can run the EndNote Plus program and your word processor simultaneously. If you choose to install the EndNote Plus DA with System 7, all you need to do is drag the EndNote Plus DA icon from the distribution disk and drop it on the top of your closed System Folder. Your system will request to install it in the Apple Menu Items folder. Click OK.
OTHER USERS:
If you are using a system between version 4.2 and 6.0.7, the EndNote Plus Desk Accessory must be installed in the System file using the Font/DA Mover utility available on the EndNote Plus Demonstration disk. Start by double-clicking on the EndNote Plus desk accessory icon. The Font/DA Mover program will start automatically.
When it opens, you’ll see EndNote Plus in the list on the left. The right list will be empty. Click on the Open button underneath the right-hand window. This will give you the familiar Open File window. Because you started from the EndNote Plus demonstration disk, this window will be showing you the files on the EndNote Plus demonstration disk. Click on the Drive or Desktop button to switch to the disk that has your System. Next you’ll need to find your System file. Normally the System file will reside in a folder called the System Folder. Double-click on System folder, and then find System in the list displayed. Finally, select the System file and choose Open.
Now the right-hand window should be showing a list of desk accessories already installed in your system.
Click on EndNote Plus in the left window. The >>Copy>> button between the windows will activate. Click on the >>Copy>> button to copy the EndNote Plus Desk Accessory into your System file. When the copy operation is done, click the Quit button to return to the Finder desktop. Choose Restart from the Special menu to restart your machine. When it returns to the Finder, check that you’ve installed the EndNote Plus Desk Accessory by pulling down the Apple menu. EndNote Plus should be available now. If not, repeat these instructions carefully.
This section will introduce you to the way you’ll use EndNote Plus together with your word processor to create in-text citations and bibliographies. Keep in mind that this demonstration copy will only let you work with papers that have fewer than 10 citations.
We have provided an Examples folder on your EndNote Plus Demonstration disk. This folder contains a sample EndNote reference library called Paleo Library, and four versions of a paper that could have been written by someone researching dinosaurs. Each version is in the format of a word processor that EndNote supports: Microsoft Word, WordPerfect, WriteNow and MacWrite. Use the one appropriate to your word processor.
NOTE: The procedures for creating a bibliography are described under the assumption that you are using MultiFinder or System 7 with enough memory to run the EndNote program along with your word processor. However, for those users running just Finder or those who don't have enough memory to open the EndNote program and their word processor we've included instructions for "Desk Accessory Users" where necessary.
THE GUIDED TOUR
1. Open the Sample Paper in Your Word Processor
Start by opening the paper in your word processor. Either double click the paper corresponding to your word processor or open the correct paper from within your word processor.
Now pretend, if you will, that you are writing this paper, and you’ve just typed in the sentence at the end of the first paragraph. You would like to cite the work responsible for this idea, so, with your mouse, position the cursor at the end of the sentence, just before the period.
Add an extra space before the period so that your citation will be separated from your text. To retrieve the proper citation, call up the Paleo Library.
2. Open an EndNote Library
Switch back to the Finder and open the Paleo Library by double-clicking on it. The Paleo Library should be in the Examples folder in your EndNote folder.
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Pull down the Apple menu in the upper left corner of your Macintosh screen, and choose EndNote Plus. If you don’t see it there, you’ll need to follow the instructions at the beginning of this guide for installing the EndNote Plus Desk Accessory. When you have selected EndNote Plus, it will ask you to open a library. Find the Paleo Library inside the Examples folder and open it.
An EndNote Plus menu will be added to the right side of the menu bar at the top of your screen. This menu will appear whenever the EndNote Plus Desk Accessory is active. You’ll use it to access the many features of the DA.
You should see an EndNote library window.
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Now that the library is open, you’ll want to find a specific reference to cite.
3. Find a Reference to Cite
Choose Find from the References menu.
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Pull down the EndNote Plus menu, and choose the Find… option.
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In the first search item, enter the word that will identify the reference you want to cite. In this example, you’ll be searching for the word “Triceratops.” Click Find and EndNote will instantly perform a search for any references in the Paleo Library containing the word “Triceratops.” The three matching references will appear in the library window. Notice the label “Showing 3 references out of 200” at the top of the library window.
The reference you want to cite is by Whitney. To look at the details of this entry, double-click on that line in the library.
This is the edit window, where you will add and change references in your EndNote library. Notice how the authors are entered: one author per line. Click on the close box in the upper left of this window to return to the library window.
4. Copy a Citation from EndNote and Paste it into the Example Paper
Notice that the Whitney reference is highlighted in the library window. You are going to Copy the temporary citation for the Whitney reference to the paper by way of the Clipboard. Either choose Copy from the Edit menu, or else press Command-C. Next, return to your word processor by clicking back on the Paleo Paper window. Choose Paste from the Edit menu or press Command-V. You’ll see a temporary citation in the paper appearing like this:
...origin of this larger reptile is quite uncertain at this time, it is
thought to be from central or eastern Asia [Whitney, 1987 #19].
This pasted citation is only a temporary marker. Later, when you’re finished with your paper, you’ll use EndNote Plus to format the temporary citations and to build a bibliography automatically.
5. Open the Library in EndNote Plus
Now pretend that you are done typing your paper and that all the temporary citations have been added. Save your paper in your word processor and return to the Paleo Library in the EndNote Plus program.
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Quit from the EndNote Plus Desk Accessory by closing the Paleo Library window. Quit your word processor. Then find your EndNote folder, and double-click on the Examples folder that's inside it. Find the Paleo Library you were just working with and double-click on it to open it. You’ll see the library window open up in the EndNote Plus program.
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6. Open the Paper in EndNote
The next step is to open your Paleo Paper in EndNote Plus for formatting. Choose Open Paper... from the Paper menu. EndNote will ask you to locate your paper. Find and open the Paleo Paper you just worked on, the one appropriate to your word processor.
EndNote will show you the paper window, listing the citations it found in the paper.
To produce this information, EndNote scanned your paper for temporary citations, compiled a list of them, and looked each one up in the reference library. The numbers in the left-hand column show how many matches EndNote found for each citation. A “1” indicates that all the citations matched exactly one reference in the library, and there were no ambiguities.
7. Choose a Style
Before formatting, choose the bibliographic style you want to use in your paper. Pull down the Styles menu and notice the different styles available. Choose the Numbered style. The Numbered style will tell EndNote to replace in-text citations with numbers and also to number the bibliography that appears at the end of the paper.
Now you’re ready to format the paper. This means that EndNote is going to make a copy of the paper with properly formatted in-text citations, and with a bibliography at the end.
8. Format the Paper in EndNote
After selecting the Numbered style, choose Format from the Paper menu. EndNote will ask you to name the file that will contain the formatted copy of the paper, with the default being the name of the original paper plus the name of your bibliographic style. Your original paper won’t be replaced; the new name insures that EndNote only makes a copy.
9. Open the Formatted Paper in the Word Processor
When the formatting is done, you’re ready to look at the formatted paper. Quit EndNote by choosing Quit from the File menu. Then open the formatted copy of the paper in your word processor. You’ll see that EndNote Plus has performed its magic!
So, you see, using EndNote Plus is really quite simple. You use the EndNote Plus DA (or the application if you’re using MultiFinder or System 7) to look up and Copy/Paste citations into your paper. When you’re finished writing, you add the final bibliographic touches to your paper with the EndNote Plus application. You’ll have to choose the formatting style, and EndNote Plus does the rest—instantly!
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Enhanced Features of EndNote Plus
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Sorting
Sorting a reference library can help you organize information for printing, copying or just browsing. You can sort any library window, whether it shows a complete library or a partial listing of references resulting from a successful search.
Choosing Sort Library… from the References menu brings up the sort order window.
Each of the five boxes can contain one field name, but you don’t have to use all five boxes to sort a library. Enter field names by clicking on Insert Field and releasing the mouse button on the name you want.
You can also enter field names by typing the name directly, using the mouse or the Tab key to move from field to field. The button at the right of each box indicates ascending or descending order.
With the field names entered, click Sort. EndNote will sort the reference library according to your instructions.
Before the Sort Library command is used, your EndNote library will be sorted by author and year, both in ascending order. New and edited references are automatically sorted according to this system. After the Sort Library command is used, this automatic sorting process is disabled. New references will simply be added to the end of your sorted library. Editing a reference will have no effect on its position.
Choosing Show All (Command-H) from the References menu restores the original author/year order and the automatic filing process.
You can also sort a formatted bibliography at the end of a document in the same or different manner by specifying the sort order in the bibliographic style.
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Searching
To start a search, choose "Find…" (Command-F) from the References menu (or the EndNote Plus menu in the DA).
You will be presented with a window, containing three empty fields, called search items, where you will enter your search specifications.
In each search item, you may choose from a pop-up menu to specify the reference field to search in. You can limit your search to Author, Year, Title, Keywords, or any other field.
Once you have entered the search instructions, click on the Find button. If EndNote can’t find any references using your instructions, you’ll hear a beep to indicate that there are no matches. If references that match your instructions exist, the library window will show only the matching references.
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Additional Search Features
The Boolean “And,” “Or,” and “Not” radio buttons between the search terms indicate how they are to be combined. Combining with “And” means that EndNote will only find references with both term, whereas combining with “Or” will return references which have either the first term or the second term. Combining the terms with a “Not” will only show references which have the first term but not the second term.
The "Match Case" allows you to specify that the references must contain terms in the same combination of upper and lower case as the search term. For example: Searching for Hall or Robin will not find hall or robin if the "Match Case" is selected.
"Match Words" specifies that only whole-word matches will be found, not partial word matches. Searching for fossil will not find fossils or fossilize if the "Match Words" option is chosen.
Extra search items can be added or deleted using the "New Item", "Insert Item", and "Delete Item" buttons on the lower right-hand side of the window. "New Item" adds a new search item to the bottom of the list, "Insert Item" adds a search item above the current item, and "Delete Item" removes the current search item.
NOTE: Every EndNote search looks through the entire reference library. If you do not choose Show All after a successful search, but instead begin another search, EndNote will still bypass the current search results and look through the entire reference library.
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Sample Search
Find the references pertaining to both ozone and Antarctic that were not written in 1989, plus any references that use the word “greenhouse” in the title. Enter ozone and antarctic as the first two search items and connect them using the And option. Leave the field menu for these first two items at Any Field. Enter 1989 as the third search item and change the field menu to Year. Combine 1989 with the previous grouping by using the Not option.
Now that the first three slots are taken up, you will need to press the New Item button to add a new search item. Enter greenhouse as the fourth item and change the field menu option to Title. Connect this fourth item to the previous grouping by checking the Or option.
Click Find, and EndNote will locate the references matching these instructions.
NOTE: Items in complex Boolean searches are connected from top to bottom, EndNote interprets the search like this:
(((ozone and antarctic) not 1989) or greenhouse)
Keep this grouping in mind when setting up your searches.
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QuickFind
QuickFind is a special high-speed search feature that works in conjunction with EndNote’s special indexes. It will only be enabled if you have already indexed your library by selecting QuickFind Index from the Edit menu. Creating a QuickFind index will increase the size of your database but will make searching on it much faster. QuickFind indexes are intended for databases of over one thousand records. Performance will not be greatly improved for smaller databases.
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Find Duplicates
EndNote Plus also offers a feature to find duplicate references in your database. This is helpful to people who download a lot of information from online services and usually end up duplicating some of the references. Find Duplicates will find all entries with identical author, year and title fields. It will also allow you to inspect them before deleting anything.
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Printing
To print you choose Print... from the File Menu. EndNote will print all of the references currently showing in the library window. (This may be either the entire library or the results of a search). The references will be printed in the style that is currently selected.
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Journals
EndNote Plus can create a journals table which is used to store information regarding journal abbreviations. The journal table can be used to store a Full Journal name and up to three abbreviations. To create a journal table choose Journal Abbreviations... from the Edit menu. If an EndNote Journals file does not already exist EndNote will ask you to create a new one. Click New... in the dialogue box. You will then see an empty journals table. You can begin entering your journal names. Use the tab key to move horizontally across the table to type your various abbreviations.
You will also be able to use the journal table during data entry to automatically insert a journal name or abbreviation into a reference by selecting Journal Names... from the References menu and selecting the journal name that you wish to insert. You will also be able to specify which abbreviation you would like to be placed in your bibliography by choosing the abbreviation format when editing or creating a new bibliographic style.
EndLink is a resource file, which must be in the same folder as EndNote. You can check that the installation was successful by running EndNote, opening a library, and then selecting Import... from the File menu. If EndLink™ appears as an option in the window at the bottom of the import window, then EndLink™ has been installed.
The EndLink option may not appear if the EndLink™ file is not in the same folder as the EndNote application program. Make sure that you copied the EndLink™ file into the same folder containing EndNote.
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Using the Example Download
To get you started using EndLink, we will provide you with an example of its use. We will use our Example Download file located in the Examples folder, which is assumed to be captured from an online database.
The two-letter codes are required for EndLink to identify the fields. When using DIALOG, you should display in format 4 to show these tags. When using SilverPlatter CDs save in the short format, and use the Medline, tag or short option if available on other services.
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Run EndNote and Create a New Library
When importing references with this demonstration package you must first create a new empty database. The demonstration program only allows you to import four references at a time to a database with less than ten references.
Select New... from EndNote's File menu, and create a new library, called "Download Import".
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Import References from a Capture File
Next, choose Import... from EndNote's File menu, check that the EndLink™ option is selected, click on the capture file, and then click on Open.
While the importing progresses, a counter shows how many references have been imported. THIS DEMO VERSION WILL ONLY IMPORT FOUR REFERENCES.
That's really all there is to it. Four mouse clicks to import from a capture file.
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Seven Steps From Online to EndNote
Transferring references from your online service into EndNote requires the following steps:
-> Log on to your online database service,
-> Search the online database for the desired references,
-> Log on to an online database service, using a terminal emulation program,
-> Search for your topics,
-> Turn on the terminal program’s “capture”, and list the search results,
with tags,
-> Log off and quit from your terminal program,
-> Run EndNote and create a new library to receive the imported references,
-> Import the references from the capture file.
-> Copy your references from the new library to your old library
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EndLink Imports Journal Articles from Many Databases
EndLink has successfully imported journal articles from the following databases:
Medline, CAS (Chemical Abstracts), BIOSIS, PaperChase, PsycInfo, SciSearch
EndLink also imports from many other databases on BRS Colleague, Dialog, including Dialog OnDisk (CD-ROM), and SilverPlatter CDs.
NOTE: Currently, EndLink only imports journal articles.
Patents, books, reports and other kinds of references will be partially brought in: the author, title, year, keywords and abstract will be imported into EndNote, but other fields may not import correctly.
The EndNote Plus Plug-In Module for Microsoft Word 5.0/5.1 is not included in this demonstration package. However, the Module is included in the retail package of EndNote Plus for no additional cost. We offer a 30-day money-back guarantee on all of our products so you can still evaluate the Plug-In Module in this manner.
Although we have tried to provide you with a thorough demonstration, you may still have some questions. If so, please feel free to call us at (510) 649-8176 or fax us at (510) 649-8179.
